Forms - Remove/Update Agents[ back ]
Remove/Update Agents
The Remove/Update Agents form is used to update an agents details (Name, Address etc) and/or remove an agent that is no longer operating for your company. Multiple agents can be updated and/or removed in this form.
- Review the current agents registered with NAMFISA. Click View Company Profile --> Agents. If you wish to remove and/or update an agent continue to next step.
- Create the form by selecting Manage Forms --> Create Form --> Select Remove/Update Agents and give the form a name --> Click Create.
- You will then be brought to a new screen displaying all of the sections of the form and their associated statuses.
- To edit a section, click on the name of the form section or the Edit link.
- Enter the information into the form making sure you enter information into all the mandatory fields marked with a red asterisk. Some inputs only allow certain types of data to be entered (dates, letters, numbers etc) and you will be restricted to these types by the system.
- In Section A of this form you are required to select whether you wish to remove or update an agent. Remove: Select the 'Remove' button and select the individual from the dropdown you wish to remove. Update: Select the 'Update' button and select the individual from the dropdown you wish to update. Then proceed to tick the checkboxes assigned to the details you wish to update. For example if you wish to update the name of the agent tick the checkbox next to the name input. Once ticked the name input box becomes active and an updated name can be entered. Many of these checkboxes can be ticked/unticked to enable/disable certain details about the agent.
- To add a file, click on the Browse button & select the file to upload. There is a restriction on the size of the file permitted to be uploaded. If the file you are attempting to upload is too big, please compress the file and try again.
- This form section can be completed multiple times as more than one agent can be removed and updated. This type of form has a �Repeatable Folder� icon and an �Add Section� icon to the left. Click on the �Add Section� icon to add an Agent. You can remove or update as many agents as required by clicking on the �Add Section� icon. If you add a section by mistake, please use the Delete link beside the section to remove this section.
- Once you have either partially or fully completed the form section you have the option of saving the modifications for later review by clicking the 'Save Draft' button and the system will save the data.
- To validate the section, once all relevant information has been entered, please click the 'Validate & Save' button and if all the data is correct the form section status will be updated to Validated. If there are any issues or errors with the form then a window containing the Error information and the steps to address will be displayed.
- Once the form is fully completed and Validated click NAMFISA Online --> Submission --> Submit Form --> Click on 'Submit' for the relevant Form Name in table --> Confirm the Submission by selecting 'Confirm'.
- The company user will receive an email to confirm the form has been submitted to NAMFISA.